LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$7.28M
2
+$3.13M
3
+$1.34M
4
TFC icon
Truist Financial
TFC
+$1.01M
5
UBER icon
Uber
UBER
+$895K

Top Sells

1
+$3.63M
2
+$3.11M
3
+$2.99M
4
AGN
Allergan plc
AGN
+$2.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.87M

Sector Composition

1 Technology 17.77%
2 Financials 14.48%
3 Communication Services 10.38%
4 Healthcare 10.18%
5 Consumer Discretionary 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.85M 0.18%
6,793
-69
127
$1.85M 0.18%
122,472
+7,236
128
$1.84M 0.18%
49,939
+3,485
129
$1.82M 0.18%
14,834
-437
130
$1.8M 0.18%
32,099
-3
131
$1.77M 0.17%
41,330
-217
132
$1.77M 0.17%
56,000
-900
133
$1.77M 0.17%
17,200
+509
134
$1.75M 0.17%
7,618
-215
135
$1.74M 0.17%
26,748
-40
136
$1.74M 0.17%
72,150
-1,476
137
$1.74M 0.17%
14,854
-558
138
$1.73M 0.17%
3,561
+97
139
$1.71M 0.17%
42,996
+2,599
140
$1.7M 0.17%
51,789
-23
141
$1.69M 0.17%
29,402
-3,060
142
$1.69M 0.17%
4,599
-7
143
$1.66M 0.16%
15,434
+40
144
$1.66M 0.16%
17,311
+762
145
$1.63M 0.16%
14,317
-365
146
$1.62M 0.16%
43,001
-1,372
147
$1.58M 0.16%
14,025
+566
148
$1.57M 0.15%
12,260
-7,293
149
$1.57M 0.15%
8,140
+283
150
$1.56M 0.15%
31,312
+5,349
4 5
6
7 8